Savvy Advisors, a federally registered investment advisor connected to Savvy Wealth, which provides independent financial advisors with AI-driven technology and operational infrastructure, has expanded its advisor network by welcoming Blue Barn Wealth and Paragon Private Wealth Management. The two firms contribute a combined $550 million in assets under management (AUM) to Savvy’s platform.
Blue Barn Wealth accounts for approximately $300 million of the new AUM, with Paragon Private Wealth Management adding close to $250 million. This addition is part of a period of significant growth for Savvy, which has recruited more than $4 billion in assets during 2026 and now oversees upwards of $8 billion in total AUM, marking a fourfold increase compared to the previous year.
Blue Barn Wealth, based in Orem, Utah, manages close to $300 million for over 220 client households and several 401(k) plans, serving both domestic and international clients. Established in 1994 and brought under its current ownership by Jeff Brimhall in 2017, the firm employs a planning-led strategy encompassing tax strategy, retirement preparation, philanthropic planning, estate coordination, and alternative investments. It also oversees 401(k) plans for corporate clients.
Paragon Private Wealth Management, headquartered in Franklin, Tennessee, manages approximately $250 million for high-net-worth individuals, families, and business owners across the country. Founded by Allen Buckley, the firm integrates investment management, financial planning, and tax planning and preparation, with a specific focus on professionals such as lawyers, doctors, and dentists.
Upon joining, both Blue Barn Wealth and Paragon Private Wealth Management gain access to Savvy’s back-office and technology infrastructure, which includes compliance, marketing, and operational functions. They will also utilize Savvy’s recently launched agentic Savvy Intelligence tool and centralize investment management through Savvy Wealth Investment Management, the firm’s investment arm. Additionally, both firms will participate in Savvy’s equity program.
Jeff Brimhall, CEO of Blue Barn Wealth, stated, “Blue Barn Wealth was built around the belief that wealth is about more than financial assets. It’s about helping clients align their resources with the lives they want to create. Savvy gives us the operational support and technology foundation to deliver that experience while continuing to build a firm centered on truly comprehensive planning and client relationships.”
Ritik Malhotra, CEO of Savvy Wealth, commented, “Jeff and Allen built practices that stand on their own, and they chose Savvy so they can keep building, with the technology and back-office support that frees them to focus entirely on their clients. The advisors joining our network are very entrepreneurial-minded, and every one of them decided that the best way to scale a great practice is to plug into a team and infrastructure they don’t have to manage themselves. We’ve built the best team and the best technology in wealth management, and advisors who plug into that are redefining what an independent practice can look like.”
